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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In its 2025 Annual Commentary, Longleaf Partners Global Fund reported a solid return of 16.72%, beating its absolute return hurdle (inflation + 10%) but trailing its MSCI World benchmarks due to an underweight in financials, holding cash, and lacking late-cycle industrials. Key actions during...
— Ross Glotzbach
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Other investors who've written on Bio-Rad Laboratories Inc.
Bio-Rad was repurchased by the fund because of its dominant market share in key life science categories and diversified global footprint. The company has...
Bio-Rad is a highly integrated leader in specialized niches of diagnostics and life sciences, benefiting from high barriers to entry and strong recurring revenue. The company possesses...
The manager initiated a new position in Bio-Rad, citing its diversified global customer base and strong financial profile. The company features...